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0:13:01

Life after regulation in the UK

Ian Green, Dip PFS 0.0

In the U.K., commission disclosure in the 1990s was just the start of two decades of profession-changing regulation. Green shares how his career has changed, and a positive perspective about what he's gained.

0:33:10

A tale of 2 brains

Mark Gungor 0.0

After years of conducting seminars and working with couples, Gungor has diagnosed the underlying cause of much discord: distinct brain characteristics. Listen, laugh and learn about how male and female brains work and how these differences often lead to misunderstandings.

0:36:12

Paychecks and playchecks

Tom Hegna, CLU, ChFC 5.0

Hegna, New York Life vice president, explains that the financial services industry was built for helping people survive poor economic markets. He describes how products can provide clients with a guaranteed paycheck for life.

0:18:08

Build trust by doing things your own way

MDRT 0.0

Do you establish trust with clients by talking or listening? Meeting with them at the office or out to lunch? In this episode, MDRT members recognize that advisors have many different styles, and people only trust you if you’re doing something that’s authentic.<br> <br> You’ll hear from:<br><br> Maryam Saber Ghafouri <br> Jake S. Ng, ChFC, CLU<br> Zoe B. Ng.<br><br> If you'd like to subscribe, find us on iTunes at MDRT Podcast.

0:15:54

Standing out from the crowd

Chris Leach, Dip PFS 0.0

Leach gives tips for how you should stand out from other financial advisors

1:00:04

The problem page

Mary Fenwick 5.0

Mary Fenwick came to her role as an “agony aunt” through an unusual route. She first trained as a business coach, supervised by a Harvard professor of psychology. Her interest was in how people do their best work and how they manage themselves. This is an opportunity for attendees to ask questions about whatever is holding them back — whether it’s a relationship with a business partner, an inability to say no to demands, anxiety over a teenage child or a fear of being “found out.” Learn new approaches to handling issues that arise in your personal and professional life.

0:13:03

Fast track to a successful study group

Jennifer P. Mann, MBA, CFP 5.0

Mann shares her thoughts on what to consider when forming a study group.

0:26:51

The 5 keys to ultimate health

Dr. Ross Walker 0.0

Achieving ultimate health is a dream for many. However, the solution for health issues cannot and should not be found in a pill. There are five key ingredients necessary for people to be the healthiest they can be. Dr. Ross Walker, cardiologist and author of seven bestselling books including “5 Stages of Health” and “Highway to Health,” will discuss how to achieve these five keys.

0:15:40

Big world, big ideas

Helen A. Jenkins, Dip PFS; Alvaro Aldrete Morfin; Ivonne Sabrina; Moderator: Hidenori Miki, TLC 0.0

A panel of members from around the globe share ideas on the topics of marketing, Whole Person, goal setting and interview techniques.

0:24:20

The innovator's edge: Insurance sales in the 21st century

Ryan J. Pinney 0.0

Ryan Pinney uses innovative technology, including social media, to drives sales. What you do in the business doesn't matter until you make it about the clients.

0:11:57

Approaches to long-term care

Timothy Clairmont 0.0

Clairmont shares a unique presentation technique he uses with clients to get them to see the value of life insurance.

Q&A with Herman Colin

Herman Colin 0.0

9 questions for MDRT's Latin America zone chair.

0:01:36

How to use social media for financial planners

David Braithwaite, Dip PFS 0.0

An MDRT member who got his biggest case from Twitter shares social media tips.

Women in MDRT’s history

Jennifer Witkov 0.0

In 1949, MDRT had nine women members. Of those nine, seven attended the Annual Meeting at the Netherland Plaza Hotel in Cincinnati, Ohio, including the late Sis Hoffman, an 18-year member from Cincinnati.

0:18:52

How to add value to your business

Jedediah Harrison Levene, CFP, CLU; Marc Berube; James Alex; Sarah J. Kaelberer, CFP, ChFC 5.0

Ensure the long life of your business and the protection of your clients now, even if you're just entering the field. In MDRT's Podcast, Episode 3: "Adding Value," four MDRT members discuss how they add value to their business, and the steps you should take to do so as well. <br> <br> For more info on business continuation planning, please visit <a href="http://www.imdrt.org/decision/index.php">http://www.imdrt.org/decision/index.ph</a> <br> <br> Featured in this episode are Jedediah Harrison Levene, CFP, CLU; Mark Berube; James Alex, and Sarah J. Kaelberer, CFP, ChFC. <br> <br> Subscribe to the MDRT Podcast through SoundCloud or iTunes. <br> <br> This example is for educational purposes only. Each professional should set his own terms and conditions of engagement with the client through the process of negotiation. <br> <br> The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Copyright 2015 Million Dollar Round Table.

Q&A: Patricia Tello-Vallarino, AFA

Patricia Tello-Vallarino, AFA 0.0

Tello-Vallarino describes her target market, how she stays motivated and more.